Stanford Group Company

Stanford Group Company (CRD# 39285) is a financial advisory firm headquartered in Houston, TX. They manage $3,051,512,107 in 7,743 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16000 Barkers Point Ln, Suite 145, Houston, TX 77079
http://www.stanfordgroup.com
By the Numbers
  • Total Assets Under Management
    3,052
    MILLION
  • Total Number of Accounts
    7,743
    ACCOUNTS
  • Average Account Value
    $394,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stanford Group Company
Showing 1 - 2 of 2 top financial advisors.
1
Heidi Apontebattle, financial advisor Houston TX
Heidi P. Apontebattle
CRD#: 2434842
16000 Barkers Point Ln, Suite 145, Houston, TX 77079
93
Wealthminder
score

Heidi Apontebattle (CRD# 2434842) is an Investment Advisor Representative working at Stanford Group Company in Houston, TX and has over 22 years of experience in the finance industry.

2
Marie Barnhart, financial advisor Houston TX
Marie E. Barnhart
CRD#: 2472733
16000 Barkers Point Ln, Suite 145, Houston, TX 77079
93
Wealthminder
score

Marie Barnhart (CRD# 2472733) is an Investment Advisor Representative working at Stanford Group Company in Houston, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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